Filed November 27, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$122,151 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,975 | $92,971+2.2% | $96,683-1.8% | $74,419+27.6% |
| Participation rate | 88.5% | 71.5%+16.9pp | 74.3%+14.1pp | 70.7%+17.7pp |
| Annual return | 27.71% | 37.49%-9.8pp | 35.69%-8.0pp | 34.38%-6.7pp |
| Employer contribution / active EE | $2,443 | $3,426-28.7% | $3,737-34.6% | $2,637-7.4% |
| Participant deferral / active EE | $6,393 | $3,970+61.0% | $4,878+31.1% | $4,528+41.2% |
| Admin fee / account holder | -$102 | $633-116.1% | $6,730-101.5% | $348-129.4% |